See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,074 | $95,266-41.1% | $82,389-31.9% | $142,382-60.6% |
| Participation rate | 71.4% | 74.5%-3.0pp | 69.5%+1.9pp | 80.1%-8.7pp |
| Annual return | 14.06% | 25.74%-11.7pp | 28.67%-14.6pp | 217.08%-203.0pp |
| Employer contribution / active EE | $4,996 | $2,991+67.0% | $2,517+98.5% | $4,299+16.2% |
| Participant deferral / active EE | $6,094 | $4,809+26.7% | $4,155+46.7% | $6,507-6.4% |
| Admin fee / account holder | $368 | $8,563-95.7% | $7,231-94.9% | $12,624-97.1% |